MITCHELL & PAHL PRIVATE WEALTH, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$215M
Signature - Title
Brian D. Mitchell - Partner, Portfolio Manager, Chief Compliance Officer
Location
Oklahoma City, OK
Summary
This page shows a list of all the recent 13F filings made by MITCHELL & PAHL PRIVATE WEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MITCHELL & PAHL PRIVATE WEALTH, LLC reported 145 stock holdings with total value $215M as of Q3 2024. Top holdings included AAPL, MSFT, UNH, AVGO, and LIN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 145 $215M +$15.2M -$2.02M +$13.2M AAPL, MSFT, UNH, AVGO, LIN 13F-HR 10/16/2024, 04:59 PM
Q2 2024 142 $189M +$1.79M -$1.09M +$697K MSFT, AAPL, AVGO, UNH, LIN 13F-HR 7/12/2024, 02:41 PM
Q1 2024 142 $190M +$6.23M -$2.9M +$3.33M MSFT, AAPL, UNH, AVGO, LIN 13F-HR 4/26/2024, 12:29 PM
Q4 2023 142 $176M +$584K -$8.53M -$7.95M AAPL, MSFT, UNH, CMCSA, AVGO 13F-HR 2/8/2024, 06:44 PM
Q3 2023 148 $168M +$11.5M -$2.1M +$9.38M AAPL, MSFT, UNH, XOM, CMCSA 13F-HR 10/31/2023, 10:46 AM
Q2 2023 151 $166M +$5.44M -$3.25M +$2.19M AAPL, MSFT, UNH, CMCSA, XOM 13F-HR 8/7/2023, 01:25 PM
Q1 2023 150 $160M +$9.95M -$6.03M +$3.92M AAPL, MSFT, UNH, XOM, CMCSA 13F-HR 5/5/2023, 04:30 PM
Q4 2022 149 $152M +$4.38M -$3.08M +$1.29M AAPL, UNH, MSFT, XOM, PG 13F-HR 2/9/2023, 05:44 PM
Q3 2022 153 $135M +$4.77M -$2.84M +$1.93M AAPL, UNH, MSFT, XOM, NEE 13F-HR 11/1/2022, 10:21 AM
Q2 2022 155 $144M +$11.4M -$7.07M +$4.36M AAPL, UNH, MSFT, CMCSA, XOM 13F-HR 7/25/2022, 03:46 PM
Q1 2022 165 $157M +$10.5M -$4.87M +$5.58M AAPL, MSFT, UNH, CMCSA, UPS 13F-HR 4/14/2022, 11:26 AM
Q4 2021 165 $156M +$7.72M -$3.93M +$3.78M AAPL, MSFT, UNH, CMCSA, NEE 13F-HR 1/19/2022, 12:31 PM
Q3 2021 158 $139M +$2.8M -$1.11M +$1.69M AAPL, MSFT, CMCSA, UNH, NEE 13F-HR 11/2/2021, 06:11 PM
Q2 2021 155 $140M +$6.05M -$2.03M +$4.01M AAPL, MSFT, CMCSA, UNH, UPS 13F-HR 7/14/2021, 11:13 AM
Q1 2021 149 $129M +$4.64M -$685K +$3.95M AAPL, CMCSA, MSFT, UNH, DIS 13F-HR 4/29/2021, 10:11 AM
Q4 2020 145 $118M $0 $0 AAPL, CMCSA, MSFT, UNH, DIS 13F-HR 2/9/2021, 03:46 PM